See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,872 | $85,766+138.9% | $136,294+50.3% | $70,131+192.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.28% | 31.45%-15.2pp | 5155.94%-5139.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $6,663 | $2,966+124.6% | $4,695+41.9% | $2,342+184.5% |
| Participant deferral / active EE | $4,919 | $5,051-2.6% | $6,247-21.3% | $3,332+47.6% |
| Admin fee / account holder | $4,759 | $5,420-12.2% | $9,243-48.5% | $4,645+2.4% |